Wealth Planning Administrator - Oxford

My client a small but successful Wealth Planning Practice is actively looking to recruit a new Team Member on the Administration side. From ideally a Wealth Planning or Corporate Administration background, the successful applicant will be able to hit the ground running swiftly and will have a good understanding of the different Financial Services products such as Investments, Pensions and HNW Wealth plannning products. The client rewards talented individuals and you Will be rewarded for your skills and ability.

The main purpose of the role will be to process new business and support the Advisers, in ensuring client records are up tot date on the bespoke systems. There will be a chance to have client contact and you will be expected to have a great telephone manner.

To be considered, you must be local to the Oxford area and demonstrate the following:-

- Previous exposure to working within a Financial Planning Administrator role- Good knowledge of Adviser office and 1st Software systems